Financial Counselor Jobs in Vancouver, WA | Glassdoor
  • All Jobs (63)

Financial Counselor Jobs in Vancouver, WA

  • 3.5
    Bank of America – Clackamas, OR
    Est. Salary $40k-$86k
    24 days ago 24d
    related field. · Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired.… creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. · Knowledge…
  • 3.0
    AIG – Portland, OR
    7 days ago 7d
    "VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… provide a uniquely high level of personalized retirement and financial planning— and make a real difference in the lives of those…
  • 3.2
    AIG VALIC – Portland, OR
    10 days ago 10d
    VALIC\") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… provide a uniquely high level of personalized retirement and financial planning and make a real difference in the lives of those…
  • The Wallace Medical Concern – Portland, OR
    14 days ago 14d
    week, some weekend hours may be required Reports to: Chief Financial Officer - CFO POSITION SUMMARY This position is a combined… services and sliding fee program Request, collect and evaluate financial documents (tax returns, pay stubs, etc.) to determine program…
  • 3.6
    Fisher Investments – Portland, OR
    20 days ago 20d
    to our high-net-worth clients in Europe, as a UK Investment Counselor. You will spend your time educating each of our clients on… Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments has…
  • 3.6
    Money Concepts International – Portland, OR
    10 days ago 10d
    areas: Experienced financial planners Tax professionals seeking to strategically add financial services to their business… YOUR business? Money Concepts Wealth Management is seeking financial advisors in your area. Our advisors benefit from a strong…
  • ProEnlist – Portland, OR
    EASY APPLY
    14 days ago 14d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP)…
  • 3.9
    Penn Mutual – Lake Oswego, OR
    20 days ago 20d
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… needed to effectively build your skills and potential as a financial professional. This position will be located in Lake…
  • 3.5
    Bank of America – Lake Oswego, OR
    7 days ago 7d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for…
  • 3.4
    First Niagara Bank – Lake Oswego, OR
    6 days ago 6d
    Job Description ABOUT THE JOB (JOB BRIEF): Become the primary provider of investment services to KeyBank Community Bank…
  • 3.3
    KeyBank – Lake Oswego, OR
    6 days ago 6d
    tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment solutions… . Ability to use: standard office equipment, proprietary financial services systems. Minimum licenses to be hired: Series 7…
  • 3.5
    Royal Alliance – Portland, OR
    10 days ago 10d
    topics: chief financial officer, commodity, finance director, financial, financial counsel, financial planning, financial processor… retire successfully after years of helping others reach their financial goals. If you would like to pursue joining us, then we d like…
  • Federal Employees First Alliance – Portland, OR
    24 days ago 24d
    Job Description FEFA has grown to be the largest financial planning company in the federal market in just a little over four years… employees plan out their future retirement. This includes the financial plan, the various benefit strategies, etc. Our primary revenue…
  • 3.6
    JPMorgan Chase & Co. – Portland, OR
    29 days ago 29d
    Job Description: As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.8
    The Oregon Clinic – Portland, OR
    24 days ago 24d
    Requisition Number 17-0245 Title Referral Coordinator Position Type Full-Time Specialty Patient Accounts…
  • 3.6
    Fisher Investments – Portland, OR
    20 days ago 20d
    Next steps in a career for Financial Advisors can be hard to navigate. More often than not, financial firms provide “more of the… clients. We are looking for bold professionals to articulate our financial philosophy and educate current and potential clients on investment…
  • Voya Financial Advisors – Portland, OR
    28 days ago 28d
    record ideally in the financial services field preferred Desire to assist clients meet their financial and retirement goals… Wide array of financial products Technology and systems to enable you to efficiently manage your clients financial information…
  • 2.8
    Next Financial Group – Portland, OR
    10 days ago 10d
    the most prominent characteristics advisors notice at NEXT Financial Group, Inc. Unlike other broker-dealers, we are not affiliated…
  • 3.5
    Bank of America – Portland, OR
    19 days ago 19d
    Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for…
  • 3.0
    SunAmerica Affordable Housing Partners – Portland, OR
    20 days ago 20d
    "VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… provide a uniquely high level of personalized retirement and financial planning— and make a real difference in the lives of those…
  • 3.5
    Chase – Portland, OR
    19 days ago 19d
    As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.2
    Voya Financial – Portland, OR
    27 days ago 27d
    record ideally in the financial services field preferred Desire to assist clients meet their financial and retirement goals and… Wide array of financial products Technology and systems to enable you to efficiently manage your clients financial information…
  • 3.5
    Bank of America – Portland, OR
    19 days ago 19d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP)…
  • Signator Investors – Portland, OR
    10 days ago 10d
    Signator Investors, Inc . an independent broker dealer providing an open product platform that allows advisors to effectively…
  • 3.4
    First Niagara Bank – Portland, OR
    25 days ago 25d
    (JOB BRIEF): The primary role of the Financial Planner is to serve as the local financial planning expert and coordinator in their… respective market while interfacing with the Financial Planning Center. The Financial Planner will take the lead in the data gathering…
  • 3.6
    JPMorgan Chase & Co. – Milwaukie, OR
    24 days ago 24d
    Job Description: As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.3
    KeyBank – Portland, OR
    24 days ago 24d
    (JOB BRIEF): The primary role of the Financial Planner is to serve as the local financial planning expert and coordinator in their… respective market while interfacing with the Financial Planning Center. The Financial Planner will take the lead in the data gathering…
  • 3.0
    Mitsubishi UFJ Financial Group – Portland, OR
    19 days ago 19d
    to close the sales. Requires extensive financial analysis review of the client's financial statements and assessment of suitability… investment services and products to assist our clients with their financial goals. Our team of talented professionals embodies the…
  • 3.0
    Union Bank of California – Portland, OR
    19 days ago 19d
    to close the sales. Requires extensive financial analysis review of the client's financial statements and assessment of suitability… investment services and products to assist our clients with their financial goals. Our team of talented professionals embodies the…
  • 3.5
    Chase – Milwaukie, OR
    19 days ago 19d
    As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and… while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment…
  • 3.0
    AIG – Portland, OR
    19 days ago 19d
    "VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… provide a uniquely high level of personalized retirement and financial planning- and make a real difference in the lives of those…
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